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lianehyatt
Level 2

Is there a report that gives me # of transactions per month??

 
4 Comments 4
PatriciaT
QuickBooks Team

Is there a report that gives me # of transactions per month??

Hi lianehyatt,

 

Welcome to the community family! QuickBooks Online provides tons of great financial reports so you can stay on top of your business health. You also have the flexibility to customize every report available to focus on specific details or periods you want to analyze. I'll be happy to share more on this.

 

QuickBooks Online has several reports dedicated to transactions. The Transaction List by Date report, for example, presents a list of all your transactions ordered by date. You also have the Transaction List by Customer and the Transaction List by Suppliers report to view your transactions grouped by customers and suppliers. You can easily access these reports and filter your transactions by month. Here's how.

  1. Go to the Reports menu.
  2. Use the Find report by name search bar to search for reports by name. You can also browse the list.
  3. Select the report to open it.
  4. Use the filters on the report to adjust the report dates.
  5.  Select Run report to apply.

Feel free to also explore other reports included in your QuickBooks subscription that you'd like. For more on how to run and customize reports in the program, check out these useful articles.

I hope this helps! Have a great day.

 

 

 

lianehyatt
Level 2

Is there a report that gives me # of transactions per month??

Thank you for recommending the Transactions By Date Report but that report does not give me the "count".  I can get it if I export that report to excel, but I am hoping I can get a QBO report that gives me that "count" information that is so vital to value and/or package pricing.

 

Can someone help me... I need the transaction "count" 

PatriciaT
QuickBooks Team

Is there a report that gives me # of transactions per month??

Thanks for clarifying this, lianehyatt. At the moment, there isn't any report available that provides the count of transactions. I can see how having this option would have benefited your business, and I encourage you to submit feedback directly to our engineers. Your comments are crucial in driving innovation to offer the best QuickBooks experience we can.

 

Feel free to also visit our Apps menu to explore any third-party app that could better assist you with your task.

 

Let me know if you have more questions.

 

StaceyAnne17
Level 1

Is there a report that gives me # of transactions per month??

Have you tried dropping the report into Excel?  Not an ideal solution, but you'll get a count

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